Purchases and Sales Made in Q4 2022 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 2022. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
85+ 3.4% |
$7.38K - $8.83K
|
2.59K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
84+ 0.74% |
$7.29K - $8.72K
|
11.4K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
77+ 1.22% |
$6.69K - $8K
|
6.4K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
75+ 0.67% |
$6.51K - $7.79K
|
11.3K
$1.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
73+ 1.94% |
$6.34K - $7.58K
|
3.84K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
71+ 0.89% |
$6.16K - $7.37K
|
8.01K
$898K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.2% |
$6.08K - $7.27K
|
5.91K
$662K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.86% |
$6.08K - $7.27K
|
2.52K
$282K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
69+ 0.39% |
$5.99K - $7.16K
|
17.5K
$1.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$5.99K - $7.16K
|
7.97K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
69New |
$5.99K - $7.16K
|
69
$7.74K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
68+ 0.24% |
$5.9K - $7.06K
|
29K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
68+ 0.65% |
$5.9K - $7.06K
|
10.5K
$1.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
67+ 2.75% |
$5.82K - $6.96K
|
2.5K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
67+ 1.37% |
$5.82K - $6.96K
|
4.95K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
66+ 2.57% |
$5.73K - $6.85K
|
2.64K
$296K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
64New |
$5.56K - $6.65K
|
64
$7.18K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
64+ 2.38% |
$5.56K - $6.65K
|
2.76K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
64+ 2.33% |
$5.56K - $6.65K
|
2.82K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$5.47K - $6.54K
|
63
$7.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
63New |
$5.47K - $6.54K
|
63
$7.07K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
61+ 0.88% |
$5.3K - $6.33K
|
7.03K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
61+ 2.76% |
$5.3K - $6.33K
|
2.27K
$255K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
60+ 4.51% |
$5.21K - $6.23K
|
1.39K
$156K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
60+ 31.09% |
$5.21K - $6.23K
|
253
$28.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
60+ 0.94% |
$5.21K - $6.23K
|
6.42K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
58+ 0.39% |
$5.04K - $6.02K
|
15K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
57+ 9.91% |
$4.95K - $5.92K
|
632
$70.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
57+ 0.38% |
$4.95K - $5.92K
|
15K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
56+ 2.55% |
$4.86K - $5.82K
|
2.25K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
56+ 0.28% |
$4.86K - $5.82K
|
19.8K
$2.22M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
55+ 4.87% |
$4.78K - $5.71K
|
1.19K
$133K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51+ 1.29% |
$4.43K - $5.3K
|
4.01K
$450K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
50+ 1.34% |
$4.34K - $5.19K
|
3.79K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
50+ 1.99% |
$4.34K - $5.19K
|
2.57K
$288K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.34K - $5.19K
|
50
$5.61K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
49+ 4.88% |
$4.25K - $5.09K
|
1.05K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
49+ 0.23% |
$4.25K - $5.09K
|
21.8K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$4.25K - $5.09K
|
49
$5.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
48+ 0.08% |
$4.17K - $4.98K
|
62K
$6.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
47+ 0.61% |
$4.08K - $4.88K
|
7.78K
$872K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
45+ 1.36% |
$3.91K - $4.67K
|
3.36K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45+ 1.37% |
$3.91K - $4.67K
|
3.33K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
44+ 0.44% |
$3.82K - $4.57K
|
10.1K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
43+ 1.71% |
$3.73K - $4.47K
|
2.55K
$286K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
41+ 0.99% |
$3.56K - $4.26K
|
4.18K
$468K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 8.74% |
$3.56K - $4.26K
|
510
$57.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
40+ 1.1% |
$3.47K - $4.15K
|
3.69K
$414K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
40+ 0.47% |
$3.47K - $4.15K
|
8.58K
$962K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
40New |
$3.47K - $4.15K
|
40
$4.49K
|